Read past editions
PLUS: The Uber bull thesis explained
Aug 17, 2026
•
2 min read
PLUS: A frontier model now lasts 35 days
Aug 13, 2026
PLUS: Why we think he’s wrong
Aug 10, 2026
PLUS: The number every AI infra deck gets wrong
Aug 6, 2026
PLUS: Why your iPhone's memory bill went up 272%
Aug 4, 2026
